U.S. Export Controls and China's Semiconductor Landscape

Beginning in the first Trump presidency and expanded under Joe Biden, the US has taken a strategy of technologically containing China through restricting its access to cutting edge semiconductors. As Chinese Whispers has looked at before, these chips form the backbone of rapid advances in AI, telecoms, smartphones, weaponry and more. Washington’s aim was clear: to widen the technological gap between the two powers

But has this strategy worked? Lately this has become a hot topic of debate as Chinese tech companies such as Huawei and DeepSeek have nevertheless made technical strides. Some even argue that the export controls have spurred on Chinese innovation and self-reliance.

In this episode of Chinese Whispers, two very informed and smart guests debate this issue. Ryan Fedasiuk is U.S. Director of The Future Society, an independent nonprofit organization focused on AI governance, and former Advisor for U.S.-China Bilateral Affairs at the US State Department. Steve Hsu is Professor of Theoretical Physics at Michigan State University and a start-up founder. He also hosts the podcast, Manifold.

Produced by Cindy Yu and Joe Bedell-Brill.